Overview (Boston, MA / Or Nearby )
Our client is a nationally recognized, independent RIA with over $40B+ in AUM and a growing presence across 30+ states. The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership.
They are seeking experienced Senior Wealth Advisors to join their team in key regions. This is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to partnership and potential equity .
The Role
Ideal Background
Why This Platform Stands Out
This is a rare opportunity to grow your practice with real support, earn your place in a national platform, and focus on what you do best: serving clients.
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